Executive Compensation Solutions
Stock Option Planning
The tax implications associated with exercising stock options are complex and timing is critical to minimizing taxes on gains. A comprehensive analysis of your stock option portfolio can provide the critical information and insight you need as you explore various approaches to making the most of this important aspect of your compensation.
We provide the insight and objective guidance you need to develop both short-term and long-term stock option strategies.
Deferred Compensation Planning
Deferred compensation refers to any arrangement in which a portion of your income is paid out at a specific date after which the income is actually earned. Common examples of deferred compensation include stock options, pensions, and non-qualified deferred compensation retirement plans. The primary benefit of deferring compensation is the deferral of taxes on the compensation until the date you actually receive the income.
Having a plan in place to minimize taxes on deferred compensation can be critical to ensuring you reap the greatest benefit from this income source. The tax regulations governing when and how deferred compensation is taxed are complex and difficult to sort through. Our advisors are adept in the areas of tax planning and deferred compensation planning, ensuring your long-term strategy is aligned with your goals and aspirations. Our experienced professionals can develop tax efficient strategies tailored to your needs and situation.